Action - Find Contact

Created by John Mamado, Modified on Thu, 19 Dec, 2024 at 9:33 AM by John Mamado

Overview

The "Find Contact" action allows you to search for a contact with matching values in your database. This action is useful for locating specific contacts based on predefined criteria and ensuring that you can manage your interactions and communications effectively.

Action Name

Find Contact

Action Description

The "Find Contact" action enables you to search for a contact in your database using specified fields. If the contact exists, it can be used in subsequent workflow steps to ensure accurate and targeted interactions.

Action Details

Step-by-Step Guide

Choose the Action Type: Select "Find Contact" from the list of available actions.
Name Your Action: Enter a descriptive name for the action, such as "Find Contact."
Select Fields: Choose the fields that you want to use to search for the contact. You can select from standard fields or custom fields if any are available.

Configuration Table

Value	Description	Mandatory
Action Name	Enter a name for your action, e.g., "Find Contact."	Yes
Fields	Select the fields to search for the contact.	Yes

The "Find Contact" action supports the following fields:

Field Name Description
Business Name The name of the contact's business.
City The city where the contact is located.
Contact Source The source from which the contact was obtained.
Contact Type The type of contact (e.g., customer, lead).
Country The country where the contact is located.
Date of Birth The contact's date of birth.
DND Do Not Disturb status for the contact.
Email The contact's email address.
First Name The contact's first name.
Full Name The contact's full name.
Last Name The contact's last name.
Phone The contact's phone number.
Postal Code The postal code where the contact is located.
State The state where the contact is located.
Street Address The street address where the contact is located.
Timezone The timezone of the contact.

Example

Finding a Contact for Follow-Up Communication

Scenario: A sales team wants to find a contact in the CRM based on the business name provided in a recent web form submission, ensuring

that follow-up communication is sent to the correct contact.

Action Setup:

Action: Find Contact
Name: Find Contact by Business Name
Fields:
- Business Name: Use the value from the web form submission to search for the contact.

Workflow Actions:

Find Contact: Search for the contact in the CRM using the business name provided in the web form.
Send Email: If the contact is found, send a follow-up email to the contact.
Internal Notification: Notify the sales team about the follow-up action.

Outcome: This automation ensures that the sales team can quickly locate the correct contact based on the business name and initiate timely follow-up communication, improving response rates and customer engagement.

Field Name	Description
Business Name	The name of the contact's business.
City	The city where the contact is located.
Contact Source	The source from which the contact was obtained.
Contact Type	The type of contact (e.g., customer, lead).
Country	The country where the contact is located.
Date of Birth	The contact's date of birth.
DND	Do Not Disturb status for the contact.
Email	The contact's email address.
First Name	The contact's first name.
Full Name	The contact's full name.
Last Name	The contact's last name.
Phone	The contact's phone number.
Postal Code	The postal code where the contact is located.
State	The state where the contact is located.
Street Address	The street address where the contact is located.
Timezone	The timezone of the contact.